Daniel James Abbgy
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Equitable Advisors, LLCJun 2020 to now
- Yanfeng Interior AutomotiveJul 2019 to Aug 2019
- Ymca Mary Free BedSep 2018 to Apr 2019
- Green Earth Electronics RecyclingMay 2018 to Aug 2018
- Cornerstone UniversitySep 2016 to May 2020
- YmcaApr 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7267707
- Firm CRD
- 6627